The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionAquatic Capital Management LLC
Latest Disclosed Ownership448,303 shares
Latest Disclosed Value $ 9,983,708
Aquatic Capital Management LLC reports 126.20% increase in ownership of CPB / The Campbell's Company

On May 15, 2026 - Aquatic Capital Management LLC filed a 13F-HR form disclosing ownership of 448,303 shares of The Campbell's Company (MX:CPB) valued at $9,983,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 198,193 shares of The Campbell's Company. This represents a change in shares of 126.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F THE CAMPBELLS COM 134429109 448,303 250,110 126.20 9,984 80.75 0.2869
2026-02-17 2025-12-31 13F THE CAMPBELLS COM 134429109 198,193 -553,545 -73.64 5,524 -76.73 0.1569
2025-11-14 2025-09-30 13F THE CAMPBELLS COM 134429109 751,738 264,370 54.24 23,740 58.93 0.4405
2025-08-14 2025-06-30 13F THE CAMPBELLS COM 134429109 487,368 141,441 40.89 14,938 8.17 0.3020
2025-05-15 2025-03-31 13F THE CAMPBELLS COM 134429109 345,927 31,005 9.85 13,809 4.71 0.3516
2025-02-14 2024-12-31 13F THE CAMPBELLS COM 134429109 314,922 204,122 184.23 13,189 143.32 0.3571
2024-11-14 2024-09-30 13F CAMPBELL SOUP COM 134429109 110,800 -135,000 -54.92 5,420 -51.20 0.1419
2024-08-14 2024-06-30 13F CAMPBELL SOUP COM 134429109 245,800 158,400 181.24 11,108 185.97 0.4100
2024-05-15 2024-03-31 13F CAMPBELL SOUP COM 134429109 87,400 -65,000 -42.65 3,885 64,633.33 0.1270
2024-02-14 2023-12-31 13F CAMPBELL SOUP COM 134429109 152,400 152,400 7 0.1681
2023-11-14 2023-09-30 13F CAMPBELL SOUP COM 134429109 0 -48,100 -100.00 0 -100.00
2023-08-14 2023-06-30 13F CAMPBELL SOUP COM 134429109 48,100 48,100 2 0.1190
2023-05-15 2023-03-31 13F CAMPBELL SOUP COM 134429109 0 -25,600 -100.00 0 -100.00
2023-02-14 2022-12-31 13F CAMPBELL SOUP COM 134429109 25,600 -28,600 -52.77 1 -99.96 0.1061
2022-11-14 2022-09-30 13F CAMPBELL SOUP COM 134429109 54,200 47,600 721.21 2,554 705.68 0.2489
2022-08-15 2022-06-30 13F CAMPBELL SOUP COM 134429109 6,600 6,600 317 0.1033
2022-05-16 2022-03-31 13F CAMPBELL SOUP COM 134429109 0 -300 -100.00 0 -100.00
2022-02-14 2021-12-31 13F CAMPBELL SOUP COM 134429109 300 300 13 0.0251
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.